Series 65 Licensed Account Executive

Job Summary

Series 65 Licensed Account Executive, responsible for managing client accounts, providing high-touch service, and collaborating with teams in a full-time, salaried remote role.

Key Responsibilities

• Manage a minimum of fifty client accounts, ensuring needs are met and driving retention
• Lead client presentations and manage project plans to ensure successful retirement plan operations
• Collaborate cross-functionally to optimize team performance and enhance the client experience

Required Qualifications, Training, and Education

• Minimum of 7+ years of relevant experience required
• Series 65 License (preferred or to be completed within 1 month of start date)
• Strong project and task management skills with the ability to prioritize effectively
• Proficient with MS Office and other productivity tools, with a tech-forward mindset
• General understanding of retirement plan design and regulations preferred